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Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $75,990 | $88,672-14.3% | $105,223-27.8% | $82,448-7.8% |
| Participation rate | 100.0% | 67.9%+32.1pp | 75.0%+25.0pp | 68.1%+31.9pp |
| Annual return | 12.90% | 30.86%-18.0pp | 180.65%-167.7pp | 41.64%-28.7pp |
| Employer contribution / active EE | $0 | $3,048-100.0% | $3,689-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $5,544 | $4,036+37.4% | $5,072+9.3% | $4,139+33.9% |
| Admin fee / account holder | $4,039 | $7,146-43.5% | $8,859-54.4% | $7,234-44.2% |